Build HIPAA-compliant automations that sync data across your Aesthetix CRM and with AI.

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Discover popular templates with Aesthetix CRM and integration
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Build yourAesthetix CRMandautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Aesthetix CRM
Send SMS
Sends a new SMS message
action
Create database item
Creates a new item in a the selected database
action
Get insurance plans
Gets insurance plans
action
Get patients
Retrieves a list of patients
action
Get spreadsheet rows
Gets a range of rows from specific sheet of a spreadsheet
action
Create intake record
Creates a new intake record
action
Create association
Creates an association between two objects e.g. a task and a contact, or between custom objects
action
Create or update table record
Creates a new record or updates the first record that match the specified criteria
action
Find a record
Finds a single record based on a search field
action
Get tasks
Gets a list of all tasks
action
Get bill
Gets a specific bill
action
Create medication
Creates a medication for a patient
action
Get insurance payer
Fetches a specific insurance payer
action
Get tasks
Retrieves a list of all tasks
action
Update program phase
Updates a patient's program phase
action
Delete Customer
Delete a customer in Customer.io.
action
Create folder
Creates a folder
action
Get CMS1500
Gets a specific record of CMS1500
action
Search medications
Retrieves a list of medications for a given search parameters
action
Get appointments
Gets a list of appointments
action
Send eligibility check
Sends real-time eligibility checks to payers.
action
Get app fields
Fetches all fields of an app
action
Get channels
Gets all the available user channels
action
Update table row
Updates a row from a worksheet table
action
Get visit note
Gets a visit note by ID
action
Get portfolio
Gets a portfolio by ID
action
Update event
Updates a Salesforce calendar event
action
Upload file
Uploads a file to Google Drive using multipart approach
action
Update contact
Update contact
action
Get agreements
Retrieves agreements for the user
action
Get external patient
Fetches a patient by their external identifier
action
Update clinical encounter
Updates a clinical encounter
action
Create end user
Creates an end user
action
Get new and modified patient notes
Gets new and modified patient notes
action
Delete availability exception
Deletes an availability exception
action
Update table records
Updates a set of table record matching the specified criteria
action
Create Appointment
Creates a new appointment
action
Get contacts
Retrieves all contacts
action
Get cover pages
Gets all cover pages
action
Create subscription
Creates a new subscription for a topic
action
Get invoice
Retrieves a selected invoice
action
Get records
Retrieves a list of records from a table based on the provided filters
action
Get appointments
Gets all appointments
action
Get patient
Gets a patient
action
Get service locations
Returns a list of service locations
action
Get claim changes
Retrieves list of modified claims records
action
Get inbound numbers
Retrieves a list of all inbound phone numbers
action
Reserve booking
Reserves a slot for a service booking
action
Get review of system findings
Retrieves a physical exam summary for a specific encounter
action
Get appointment locations
Gets a list of all locations of appointment
action
Get contact views
Lists of all contact views
action
Update patient
Updates a patient. Only the filled in fields will be updated.
action
Get projects
Gets all projects for the organization
action
Get lead fields
Retrieves the available custom fields for leads
action
Update user
Updates user details
action
Get services
Gets a list of services
action
Move card to list
Moves a card to a list
action
Get order subscription events
Retrieves list of the supported order subscription events
action
Create appointment
Creates a new appointment
action
Get categories
Retrieves a list of available categories
action
Add contact to workflow
Adds a specified contact to a workflow
action
Create patient
Creates a single patient
action
Get columns
Retrieve a list of columns from a board
action
Upload file
Uploads a file
action
Create number configuration
Create or update the number configuration to allow the number to use the send message endpoint
action
Download document
Generate and download PDF file for the document
action
Get clients
Gets a list of clients
action
Update Patient
Updates a new patient
action
Get document types
Retrieves a list of document types based on a search value filter
action
Get lab tests
Gets a list of lab tests
action
Get assessment custom data types
Gets a list of assessment custom data type schemas
action
Create facility
Creates a facility
action
Create patient
Creates a patient
action
Get insurance subscriptions
Retrieves a list of insurance subscriptions, links of insurance plan to a subscriber (patient)
action
Get products
Gets available store products
action
Create permission
Creates a permission to existing file or folder
action
Get occupations
Retrieves a list of all occupations
action
Get patient
Gets a patient by ID
action
Create history
Creates a history record
action
Download received fax
Downloads a PDF from a received fax
action
Search card
Searches for a card
action
Create patient
Creates a new patient record
action
Get patients
Gets patients
action
Send email reminders
Sends email reminders to a patient
action
Create lead
Creates a new lead
action
Add document to patient chart
Adds a document to patient chart
action
Create order intent
Creates a new order intent for a patient
action
Create block slot
Creates a new block slot
action
Create block slot
Creates a new block slot
action
Update assessment
Modifies the assessment / plan note for a specific encounter
action
Get lab orders
Retrieves a list of lab orders.
action
Search contact
Searches for a contact
action
Get groups
Retrieves all the groups in an account
action
Get organizations
Get organizations
action
Get recordings
Retrieves a list of recordings
action
Get data objects
Gets activitis feed
action
Get credit categories
Gets a list of credit categories
action
Get HPI finding templates
Retrieves a list of HPI finding templates
action
Create deposit
Creates a deposit
action
Get patient
Gets an existing patient
action
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Build your Aesthetix CRM and automation with AI
Aesthetix CRM is a HIPAA‑compliant, all‑in‑one marketing and CRM platform tailored for plastic surgery, medical spa, and dermatology practices. It centralizes email, SMS, live chat, web forms, workflows, lead nurturing, and integrations.
FAQ
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.


Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.







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